> ## Documentation Index
> Fetch the complete documentation index at: https://help.withallo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage team members

> Add, remove, and manage your team

<Note>
  Team management requires Business plan and admin access.
</Note>

## Three management areas

Your workspace has three separate areas for managing your team:

**Settings > Workspace > Team** - Manage members\
**Settings > Workspace > Numbers** - Manage phone lines\
**Settings > Workspace > Billing** - Manage seats and subscription

***

## Team members

**Access:** Settings > Workspace > Team

### View your team

**See at a glance:**

* Total seats used (e.g., 16/18 seats used)
* All team members listed
* Member names and emails
* Admin roles labeled

### Invite new members

<Steps>
  <Step title="Open Team settings">
    Settings > Workspace > Team
  </Step>

  <Step title="Click invite">
    Top of page: "Invite new users"
  </Step>

  <Step title="Enter email">
    Type team member's email address
  </Step>

  <Step title="Send invitation">
    Click Send

    They receive invitation email immediately
  </Step>
</Steps>

### What happens after invitation

**For the invitee:**

1. Receives email invitation
2. Downloads Allo app
3. Creates account using invitation email
4. Chooses phone number
5. Sets up profile

<Warning>
  Must use exact email address from invitation. Different email creates separate account.
</Warning>

**For your billing:**

* New seat added automatically
* Billing updates next cycle
* Pro-rated for partial month

### Remove team members

<Steps>
  <Step title="Open Team settings">
    Settings > Workspace > Team
  </Step>

  <Step title="Select member">
    Click on team member name
  </Step>

  <Step title="Remove member">
    Delete or remove option
  </Step>

  <Step title="Confirm">
    Confirm removal

    <Warning>
      Access stops immediately and cannot be undone.
    </Warning>
  </Step>
</Steps>

**What happens:**

* Access to Allo stops immediately
* Cannot make/receive calls
* Cannot log in
* Numbers become available for reassignment
* Call history stays with team

***

## Phone numbers

**Access:** Settings > Workspace > Numbers

### View all numbers

**Number list shows:**

* Line name (e.g., "French Landline")
* Phone number
* Country flag
* Who has access

### Manage line access

**For each number, control:**

* Which team members can use it
* Line name for organization
* Number settings and routing

<Steps>
  <Step title="Open Numbers settings">
    Settings > Workspace > Numbers
  </Step>

  <Step title="Select a number">
    Click on the line you want to manage
  </Step>

  <Step title="Manage access">
    Add or remove team members from that line
  </Step>

  <Step title="Save changes">
    Changes apply immediately
  </Step>
</Steps>

### Number assignment strategies

**Shared numbers:**

* Assign main line to multiple people
* First to answer gets call
* Good for reception or support

**Individual numbers:**

* One number per person
* Direct lines for each team member
* Clear responsibility

**Hybrid approach:**

* Main line shared by all
* Direct lines for key people
* Most flexible setup

### Rename lines

**Keep organized:**

* "Sales Line"
* "Support Hotline"
* "John's Direct"
* "French Landline"

**How to rename:**

1. Settings > Workspace > Numbers
2. Click on number
3. Edit line name
4. Save

***

## Billing and seats

**Access:** Settings > Workspace > Billing

### View subscription overview

**Billing page shows:**

**Company info:**

* Company name
* Business email

**Billing information:**

* Current plan (e.g., "Allo Business")
* Cost per year
* Next renewal date
* "Manage" button for subscription

**Usage:**

* **Seats:** XX/XX used with progress bar
* **Records:** Unlimited
* **AI Credits:** Unlimited

### Billing cycle

**When adding members:**

* Pro-rated for current month
* Full price next month
* No setup fees

**Example:**

* 15 days left in month
* Add new member
* Charged \$22.50 now (half month)
* Full \$45 next month

**When removing members:**

* Access stops immediately
* No refund for partial month
* Billing updates next cycle

***

## Team member roles

### Admin

**Full access to:**

* Team management (add/remove members)
* Number management (assign lines)
* Billing management (seats, payment)
* All team calls and recordings
* Analytics dashboard

**Location in app:**

* Shows "Admin" label next to name
* Settings > Team > View members

### Team members

**Can access:**

* Own calls and recordings
* Calls on assigned numbers
* Own personal settings
* Assigned phone numbers

**Cannot access:**

* Team management settings
* Billing information
* Other members' private calls
* Numbers not assigned to them

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Invitation not received">
    **Check:**

    * Email address is correct (no typos)
    * Check their spam/junk folder
    * Verify invitation was sent

    **Solution:**

    * Resend from Team settings
    * Try alternative email if needed
    * Contact support if persists
  </Accordion>

  <Accordion title="Cannot add more members">
    **Check:**

    * Current seats used vs. total
    * Payment method is valid
    * Subscription is active

    **Solution:**

    * Add more seats in Billing
    * Update payment method
    * Contact support for help
  </Accordion>

  <Accordion title="Member cannot see a number">
    **Verify:**

    * Number is assigned to them in Numbers settings
    * They're logged into correct account
    * App is up to date

    **Solution:**

    * Settings > Numbers > Select line > Add member
  </Accordion>

  <Accordion title="Wrong person joined team">
    **If wrong email invited:**

    * Remove incorrect member immediately
    * Resend to correct email
    * No charge if removed within 24 hours

    **If person misunderstood:**

    * Explain team vs. solo accounts
    * Remove and reinvite properly
    * They may need different account type
  </Accordion>

  <Accordion title="Need to change admin">
    **Currently not self-service:**

    * Contact support
    * Verify both parties agree
    * We'll transfer admin access

    **Alternative:**

    * Make new person admin
    * Original admin can stay as member
  </Accordion>
</AccordionGroup>

***

## Related topics

<CardGroup cols={2}>
  <Card title="Team overview" icon="https://mintcdn.com/themobilefirstcompany/RgYoir1kmfhXIZ06/media/allo-icons/Teams.svg?fit=max&auto=format&n=RgYoir1kmfhXIZ06&q=85&s=724b6e6c55d76354d76f2918bf69d507" href="/en/team/overview" width="24" height="24" data-path="media/allo-icons/Teams.svg">
    Learn about team features
  </Card>

  <Card title="Team admin setup" icon="https://mintcdn.com/themobilefirstcompany/RgYoir1kmfhXIZ06/media/allo-icons/Settings.svg?fit=max&auto=format&n=RgYoir1kmfhXIZ06&q=85&s=8f3e488916c4bc3fda6a6167c42a8941" href="/en/get-started/team-admin" width="24" height="24" data-path="media/allo-icons/Settings.svg">
    Initial team configuration
  </Card>

  <Card title="Team analytics" icon="https://mintcdn.com/themobilefirstcompany/yN5XCm7zDDPr0-yn/media/allo-icons/chart-line.svg?fit=max&auto=format&n=yN5XCm7zDDPr0-yn&q=85&s=c5f7c6f95973cadfe0d21c71c31d76a3" href="/en/team/analytics" width="24" height="24" data-path="media/allo-icons/chart-line.svg">
    Track team performance
  </Card>

  <Card title="Billing" icon="https://mintcdn.com/themobilefirstcompany/yN5XCm7zDDPr0-yn/media/allo-icons/credit-card-fill.svg?fit=max&auto=format&n=yN5XCm7zDDPr0-yn&q=85&s=fbe96271dadf3e304bccd2df6073282c" href="/en/billing/manage-subscription" width="24" height="24" data-path="media/allo-icons/credit-card-fill.svg">
    Manage subscription and seats
  </Card>
</CardGroup>
